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Retirement Readiness – First Step? Pick Up a Pen – New research from Schwab on successful habits for retirement readiness and preparation deduced that putting their plans in writing was ...

GAO Report – Phased Retirement Programs are Lagging – The Government Accounting Office (GAO) was asked by the U.S. Senate Committee on Aging to review the current state of phased ...

ERISA Fiduciary Role Simplified for Plan Sponsors in Compilation With the dust settling around the hotly debated DOL fiduciary rule retirement plan sponsors need to get up to speed ...

401k or 403b – Get it Right from the Start – The Plan Sponsor University (TPSU) is into the fourth year of helping retirement plan fiduciaries to understand their roles ...

401k and 403b Fees – A Simple and Comprehensive Guide. One of the primary responsibilities of a 401k and 403b plan fiduciary is to make sure that plan expenses ...

Healthcare Costs Rise as Retirement Dollars Decline. Employee benefits have changed dramatically since the early 2000s, and they continue to evolve. Recent research from Willis Towers Watson indicates that evolution ...

As 401k and 403b providers slowly, and sometimes reluctantly, begin to use data and technology to provider better retirement solutions to defined contribution (DC) plan sponsors and participants, the ...

During a recent Fiduciary Education Program at Fordham University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed one of the program attendees who as Director of Human ...

  Redefining employee education through peer to peer interaction. With billions spent trying to educate participants in defined contribution (DC) plans like 401ks and 403bs with little if anything ...

Customized retirement plan communications pack a bigger punch. When it comes to communicating the benefits of an employer-sponsored retirement plan, one size does not fit all. Each generation has ...